Civic Intelligence

Rosenthal Retirement Planning LP

Plan context: Rosenthal Retirement Planning LP 401 K Plan

EIN 20-1998687 • Fort Worth, TX • 11 filings • 2 plans

1408 Montgomery StFort Worth, TX 76107
Current Snapshot

Latest Year

2022

2022 Participants

14

2022 Assets

$1,993,829

2022 Contributions

$5,871

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,993,829$996,915$0201220172021YearValue
$1,993,829Latest year 2021

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1890201220172021YearValue
14Latest year 2021

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202210$0$5,871-
Rosenthal Retirement Planning LP 401 K Plan-0$0$5,871-
2021114$1,993,829$92,162$6,583iApproximate average salary by contribution assumption: employee only about $164,575 at 4% or $109,717 at 6%; with 50% employer match about $109,717 at 4% or $73,144 at 6%; with 100% employer match about $82,288 at 4% or $54,858 at 6%.
Rosenthal Retirement Planning LP 401 K Plan-14$1,993,829$92,162$6,583iApproximate average salary by contribution assumption: employee only about $164,575 at 4% or $109,717 at 6%; with 50% employer match about $109,717 at 4% or $73,144 at 6%; with 100% employer match about $82,288 at 4% or $54,858 at 6%.
2020114$1,721,164$99,827$7,131iApproximate average salary by contribution assumption: employee only about $178,263 at 4% or $118,842 at 6%; with 50% employer match about $118,842 at 4% or $79,228 at 6%; with 100% employer match about $89,131 at 4% or $59,421 at 6%.
Rosenthal Retirement Planning LP 401 K Plan-14$1,721,164$99,827$7,131iApproximate average salary by contribution assumption: employee only about $178,263 at 4% or $118,842 at 6%; with 50% employer match about $118,842 at 4% or $79,228 at 6%; with 100% employer match about $89,131 at 4% or $59,421 at 6%.
2019114$1,458,716$124,935$8,924iApproximate average salary by contribution assumption: employee only about $223,098 at 4% or $148,732 at 6%; with 50% employer match about $148,732 at 4% or $99,155 at 6%; with 100% employer match about $111,549 at 4% or $74,366 at 6%.
Rosenthal Retirement Planning LP 401 K Plan-14$1,458,716$124,935$8,924iApproximate average salary by contribution assumption: employee only about $223,098 at 4% or $148,732 at 6%; with 50% employer match about $148,732 at 4% or $99,155 at 6%; with 100% employer match about $111,549 at 4% or $74,366 at 6%.
2018115$1,243,265$204,779$13,652iApproximate average salary by contribution assumption: employee only about $341,298 at 4% or $227,532 at 6%; with 50% employer match about $227,532 at 4% or $151,688 at 6%; with 100% employer match about $170,649 at 4% or $113,766 at 6%.
Rosenthal Retirement Planning LP 401 K Plan-15$1,243,265$204,779$13,652iApproximate average salary by contribution assumption: employee only about $341,298 at 4% or $227,532 at 6%; with 50% employer match about $227,532 at 4% or $151,688 at 6%; with 100% employer match about $170,649 at 4% or $113,766 at 6%.
2017116$1,192,302$81,463$5,091iApproximate average salary by contribution assumption: employee only about $127,286 at 4% or $84,857 at 6%; with 50% employer match about $84,857 at 4% or $56,572 at 6%; with 100% employer match about $63,643 at 4% or $42,429 at 6%.
Rosenthal Retirement Planning LP 401 K Plan-16$1,192,302$81,463$5,091iApproximate average salary by contribution assumption: employee only about $127,286 at 4% or $84,857 at 6%; with 50% employer match about $84,857 at 4% or $56,572 at 6%; with 100% employer match about $63,643 at 4% or $42,429 at 6%.
2016113$993,496$69,761$5,366iApproximate average salary by contribution assumption: employee only about $134,156 at 4% or $89,437 at 6%; with 50% employer match about $89,437 at 4% or $59,625 at 6%; with 100% employer match about $67,078 at 4% or $44,719 at 6%.
Rosenthal Retirement Planning LP 401 K Plan-13$993,496$69,761$5,366iApproximate average salary by contribution assumption: employee only about $134,156 at 4% or $89,437 at 6%; with 50% employer match about $89,437 at 4% or $59,625 at 6%; with 100% employer match about $67,078 at 4% or $44,719 at 6%.
2015112$956,044$67,495$5,625iApproximate average salary by contribution assumption: employee only about $140,615 at 4% or $93,743 at 6%; with 50% employer match about $93,743 at 4% or $62,495 at 6%; with 100% employer match about $70,307 at 4% or $46,872 at 6%.
Rosenthal Retirement Planning LP 401 K Plan-12$956,044$67,495$5,625iApproximate average salary by contribution assumption: employee only about $140,615 at 4% or $93,743 at 6%; with 50% employer match about $93,743 at 4% or $62,495 at 6%; with 100% employer match about $70,307 at 4% or $46,872 at 6%.
2014118$1,102,938$75,412$4,190iApproximate average salary by contribution assumption: employee only about $104,739 at 4% or $69,826 at 6%; with 50% employer match about $69,826 at 4% or $46,551 at 6%; with 100% employer match about $52,369 at 4% or $34,913 at 6%.
Rosenthal Retirement Planning LP 401 K Plan-18$1,102,938$75,412$4,190iApproximate average salary by contribution assumption: employee only about $104,739 at 4% or $69,826 at 6%; with 50% employer match about $69,826 at 4% or $46,551 at 6%; with 100% employer match about $52,369 at 4% or $34,913 at 6%.
2013116$935,552$80,349$5,022iApproximate average salary by contribution assumption: employee only about $125,545 at 4% or $83,697 at 6%; with 50% employer match about $83,697 at 4% or $55,798 at 6%; with 100% employer match about $62,773 at 4% or $41,848 at 6%.
Rosenthal Retirement Planning LP 401 K Plan-16$935,552$80,349$5,022iApproximate average salary by contribution assumption: employee only about $125,545 at 4% or $83,697 at 6%; with 50% employer match about $83,697 at 4% or $55,798 at 6%; with 100% employer match about $62,773 at 4% or $41,848 at 6%.
2012116$697,862$47,258$2,954iApproximate average salary by contribution assumption: employee only about $73,841 at 4% or $49,227 at 6%; with 50% employer match about $49,227 at 4% or $32,818 at 6%; with 100% employer match about $36,920 at 4% or $24,614 at 6%.
Rosenthal Retirement Planning LP 401 K Plan-16$697,862$47,258$2,954iApproximate average salary by contribution assumption: employee only about $73,841 at 4% or $49,227 at 6%; with 50% employer match about $49,227 at 4% or $32,818 at 6%; with 100% employer match about $36,920 at 4% or $24,614 at 6%.